Position in CDW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$531,279,554
+$285,913,925 QoQ
Shares Held
3,777,585
+86.3% QoQ
Ownership
3.02%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#8
of 750 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in CDW Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC holds $1,190,022,828 across 10 Information Technology Services names. CDW ranks #1 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDW |
CDW Corp
This page
|
3,777,585 | $531,279,554 | |
| 2 | FIS |
Fidelity National Information Services, Inc.
|
6,179,887 | $240,274,006 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
4,962,014 | $192,178,802 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
1,644,950 | $169,380,501 | |
| 5 | EFOR |
Everforth Inc
|
817,919 | $14,616,212 | |
| 6 | SAIC |
Science Applications International Corp
|
113,898 | $12,575,478 | |
| 7 | G |
Genpact LTD
|
419,502 | $11,536,305 | |
| 8 | INGM |
Ingram Micro Holding Corp
|
409,860 | $11,242,459 |
All Filings in CDW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,279,554 | 3,777,585 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $245,365,629 | 2,027,480 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||